| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 6,352 | $1.71M | $1.72M | $9,018.49 | 0.53% |
Daniel Ronan Catalyst Financial Partners LLC | 4,124 | $1.15M | $1.12M | -$37,193.46 | -3.22% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,901 | $7.04M | $6.74M | -$297,870.34 | -4.23% |
Matthew Heller Willner & Heller LLC | 1,750 | $472,954.2 | $473,620.02 | $665.82 | 0.14% |
Eric Dahm Range Financial Group LLC | 17,610 | $4.99M | $4.77M | -$224,367.29 | -4.5% |
Stephen Kenney Gray Private Wealth LLC | 2,194 | $619,730.76 | $593,784.18 | -$25,946.58 | -4.19% |
Jeffrey Gilbert Balboa Wealth Partners | 2,753 | $777,753.69 | $755,657.18 | -$22,096.51 | -2.84% |
Gary M. Coon Finer Wealth Management Inc. | 10,688 | $2.94M | $2.89M | -$45,996.08 | -1.57% |
Sean Murray Quantum Financial Advisors LLC | 880 | $266,429.25 | $238,163.21 | -$28,266.04 | -10.61% |
Edward Lowndes Angeles Wealth Management LLC | 6,561 | $1.88M | $1.78M | -$109,153.12 | -5.79% |
Angela Cox W Advisors LLC | 3,387 | $909,422.97 | $916,657.71 | $7,234.74 | 0.8% |
Kevin Zemann WealthPlan Investment Management LLC | 14,061 | $4.3M | $3.81M | -$493,952.56 | -11.49% |
Benjamin Cauley Carr Financial Group Corp. | 1,372 | $377,026.93 | $375,928 | -$1,098.93 | -0.29% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,733 | $504,013.47 | $469,019.14 | -$34,994.33 | -6.94% |
David W. Chenet Presidio Capital Management LLC | 1,097 | $326,154.39 | $296,892.09 | -$29,262.3 | -8.97% |
| TL Tradewinds LLC Tradewinds LLC | 6,324 | $1.88M | $1.73M | -$150,303.32 | -8.01% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,362 | $890,984.55 | $909,891.71 | $18,907.16 | 2.12% |
Nolan Baker Retirement Guys Formula LLC | 4,814 | $1.41M | $1.3M | -$106,767.56 | -7.57% |
John DeMarco Trajan Wealth LLC | 14,665 | $4.2M | $4.04M | -$152,970.7 | -3.65% |
Brad Saenz Coastwise Capital Group LLC | 814 | $220,032.34 | $220,300.97 | $268.63 | 0.12% |